Personal Tax Manager

Are you an experienced Personal Tax Manager looking for an opportunity to grow and mentor others in a dynamic, hybrid environment?

THE ORGANISATION

This professional services firm based in Edinburgh is known for delivering tailored tax advice and compliance services to private clients, trusts, and partnerships. Their collaborative environment encourages development and offers exposure to a diverse range of tax scenarios.

• Specialists in personal tax advisory and compliance for a varied client base.
• Strong focus on accuracy, efficiency, and bespoke planning solutions.
• Supportive and inclusive work culture with scope for professional growth.
• Hybrid working model offering flexibility and work-life balance.
• Commitment to staff training and skill enhancement in tax services.

THE ROLE

In this role, you will manage a portfolio of personal tax clients, liaise on tax planning matters, and support the development of junior team members. You will also play a key part in upholding compliance and delivering advisory services across diverse tax engagements.

• Manage and review personal tax compliance work for accuracy and quality.
• Provide tailored advisory services, including inheritance tax and capital gains tax planning.
• Oversee client portfolios, ensuring deadlines and billing targets are met.
• Mentor junior staff and enhance team capabilities through hands‐on training.
• Engage with clients on day‐to‐day tax affairs and long‐term planning opportunities.

THE IDEAL CANDIDATE

We are looking for a highly organised and technically skilled individual who thrives in a client‑facing role with opportunities to mentor and develop colleagues. Your expertise will make a difference in delivering exceptional outcomes for clients and the team.

Mandatory

• CTA qualification with at least 1-2 years in a Tax Manager role.
• Proven experience in managing personal tax compliance and advisory services.
• Ability to handle complex family group tax structures and trusts.
• Strong organisational and deadline management skills.
• Proficient in tax software and advanced Excel capabilities.
• Background in professional services or accountancy firms.

Preferred

• Knowledge of corporate tax matters for integrated tax advisory.
• Experience with landed estates and rural business taxation.
• Familiarity with international tax planning and trust structuring.
• Participation in advisory committees or cross‑firm projects.
• Exposure to medium or large accountancy firms.

ON OFFER

The organisation provides an excellent platform for career development and exposure to diverse tax scenarios, paired with a competitive package and a supportive environment.

• Competitive salary and benefits package based on experience.
• Opportunities for professional growth and skill enhancement.
• Flexible hybrid working model with Edinburgh-based office support.
• Engagement in diverse and challenging tax advisory projects.
• Inclusive and collaborative team culture.

iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants.

iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic'.

If you like the look of this vacancy and think you could perform the role, but, you don't think you meet all the requirements. Data shows that certain groups, mainly women and people from Black and Minority communities, are less likely to apply for jobs where they don't meet 100% of role requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.

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